SignatureFD’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
1,286
+222
| +21% | +$23.3K | ﹤0.01% | 1096 |
|
|
2025
Q1 | $94K | Sell |
1,064
-96
| -8% | -$8.48K | ﹤0.01% | 1243 |
|
|
2024
Q4 | $111K | Sell |
1,160
-173
| -13% | -$16.6K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $109K | Sell |
1,333
-454
| -25% | -$37.2K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $154K | Buy |
1,787
+679
| +61% | +$58.5K | ﹤0.01% | 941 |
|
|
2024
Q1 | $90.4K | Buy |
1,108
+132
| +14% | +$10.8K | ﹤0.01% | 1245 |
|
|
2023
Q4 | $64.7K | Buy |
976
+101
| +12% | +$6.7K | ﹤0.01% | 1345 |
|
|
2023
Q3 | $63.9K | Buy |
875
+44
| +5% | +$3.21K | ﹤0.01% | 1271 |
|
|
2023
Q2 | $52.5K | Sell |
831
-281
| -25% | -$17.7K | ﹤0.01% | 1397 |
|
|
2023
Q1 | $65.3K | Buy |
1,112
+4
| +0.4% | +$235 | ﹤0.01% | 1252 |
|
|
2022
Q4 | $68.3K | Sell |
1,108
-126
| -10% | -$7.77K | ﹤0.01% | 1193 |
|
|
2022
Q3 | $83K | Sell |
1,234
-11
| -0.9% | -$740 | ﹤0.01% | 1043 |
|
|
2022
Q2 | $76K | Buy |
1,245
+291
| +31% | +$17.8K | ﹤0.01% | 1101 |
|
|
2022
Q1 | $64K | Buy |
954
+293
| +44% | +$19.7K | ﹤0.01% | 1245 |
|
|
2021
Q4 | $29K | Hold |
661
| – | – | ﹤0.01% | 1599 |
|
|
2021
Q3 | $43K | Sell |
661
-7
| -1% | -$455 | ﹤0.01% | 1387 |
|
|
2021
Q2 | $54K | Buy |
668
+45
| +7% | +$3.64K | ﹤0.01% | 1231 |
|
|
2021
Q1 | $42K | Buy |
623
+32
| +5% | +$2.16K | ﹤0.01% | 1249 |
|
|
2020
Q4 | $41K | Sell |
591
-14
| -2% | -$971 | ﹤0.01% | 1165 |
|
|
2020
Q3 | $31K | Sell |
605
-153
| -20% | -$7.84K | ﹤0.01% | 1182 |
|
|
2020
Q2 | $44K | Buy |
758
+32
| +4% | +$1.86K | ﹤0.01% | 1003 |
|
|
2020
Q1 | $37K | Hold |
726
| – | – | ﹤0.01% | 997 |
|
|
2019
Q4 | $54K | Sell |
726
-60
| -8% | -$4.46K | ﹤0.01% | 943 |
|
|
2019
Q3 | $45K | Sell |
786
-91
| -10% | -$5.21K | ﹤0.01% | 961 |
|
|
2019
Q2 | $57K | Buy |
877
+74
| +9% | +$4.81K | ﹤0.01% | 853 |
|
|
2019
Q1 | $59K | Buy |
803
+157
| +24% | +$11.5K | 0.01% | 818 |
|
|
2018
Q4 | $39K | Sell |
646
-99
| -13% | -$5.98K | ﹤0.01% | 922 |
|
|
2018
Q3 | $70K | Hold |
745
| – | – | 0.01% | 765 |
|
|
2018
Q2 | $56K | Sell |
745
-55
| -7% | -$4.13K | 0.01% | 819 |
|
|
2018
Q1 | $48K | Buy |
+800
| New | +$48K | 0.01% | 751 |
|